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How to Use Data Transfer Utility for QuickBooks Desktop
Data Transfer Utility is a third-party software program that allows you to transfer data (transactions) from one QuickBooks Desktop company file to another. This can be useful if you need to merge or split files, copy data from one file to another, or update data in a different file. However, Data Transfer Utility is not an official Intuit product and it is not supported by QuickBooks Desktop. You need to purchase it from the developer's website and follow their instructions on how to use it.
In this article, we will show you how to download and install Data Transfer Utility, and how to transfer data between QuickBooks Desktop files using this tool.
Download and Install Data Transfer Utility
To download Data Transfer Utility, you need to visit the developer's website and purchase a license for the software. The price varies depending on the version of QuickBooks Desktop you are using. After you complete the payment, you will receive an email with a download link and a license key.
To install Data Transfer Utility, follow these steps:
Click on the download link in the email and save the file to your computer.
Double-click on the downloaded file and follow the on-screen instructions to install the software.
Launch Data Transfer Utility and enter your license key when prompted.
Click on Activate License and wait for the confirmation message.
Transfer Data Between QuickBooks Desktop Files
To transfer data between QuickBooks Desktop files using Data Transfer Utility, follow these steps:
Open Data Transfer Utility and select the type of data you want to transfer from the left panel. You can choose from lists, transactions, or balances.
Click on Browse next to Source File and select the QuickBooks Desktop file that contains the data you want to transfer.
Click on Browse next to Destination File and select the QuickBooks Desktop file that you want to transfer the data to.
Select the options and filters for the data transfer according to your needs. You can specify the date range, account range, transaction type, class, customer, vendor, item, etc.
Click on Start Transfer and wait for the process to complete. You will see a summary of the data transferred and any errors or warnings that occurred.
Close Data Transfer Utility and open both QuickBooks Desktop files to verify that the data transfer was successful.
Data Transfer Utility is a handy tool for transferring data between QuickBooks Desktop files. However, it is not an official Intuit product and it is not supported by QuickBooks Desktop. You need to purchase it from the developer's website and follow their instructions on how to use it. You also need to be careful when transferring data as it may affect your accounting records and reports. Always backup your files before using Data Transfer Utility and check for any errors or discrepancies after the data transfer. 061ffe29dd